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| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.36% | | 5-Year Average Return: | 4.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 25.31% | |
Worst 1-Yr Total Return (2008): | -29.62% | |
Best 3-Yr Total Return (2004-6): | 19.41% | |
Worst 3-Yr Total Return (2006-8): | -3.70% |
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| 1-Year: | -7.82% | | 3-Year: | -2.48% | | 5-Year: | 4.87% | | 10-Year: | 7.70% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | KDSAX | Category | Diff | Index* | Diff | | Year To Date | 23.36 | 22.72 | 0.64 | 24.07 | -0.71 | | 1-Month | 3.08 | 3.14 | -0.06 | 6.00 | -2.92 | | 3-Month | 6.43 | 3.09 | 3.34 | 7.91 | -1.48 | | 1-Year | 29.47 | 29.36 | 0.11 | 25.39 | 4.08 | | 3-Year | -4.02 | -8.14 | 4.12 | -5.79 | 1.77 | | 5-Year | 4.35 | -0.30 | 4.65 | 0.71 | 3.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.75 | 57.49 | 1.26 | 45.76 | 12.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.36 | -19.40 | 3.04 | -18.25 | 1.89 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | KDSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.62 | -36.56 | 6.94 | | 2007 | | | 2.48 | -1.10 | 3.58 | | 2006 | | | 23.85 | 15.03 | 8.82 | | 2005 | | | 9.71 | 6.75 | 2.96 | | 2004 | | | 25.31 | 18.94 | 6.37 | | 2003 | | | 42.64 | 43.41 | -0.77 | | 2002 | | | -10.79 | -16.22 | 5.43 | | 2001 | | | 14.32 | 8.92 | 5.40 | | 2000 | | | -2.47 | 11.89 | -14.36 | | 1999 | | | 0.65 | 19.95 | -19.30 |
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| PAST QUARTERLY RETURNS (%) FOR
KDSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.24 | 22.64 | 20.13 | N/A | | 2008 | -7.88 | 2.38 | -5.86 | -20.74 | | 2007 | 3.36 | 6.75 | -4.21 | -3.04 | | 2006 | 14.74 | -1.12 | -1.26 | 10.56 | | 2005 | -0.63 | 3.35 | 7.32 | -0.47 | | 2004 | 8.42 | 1.48 | 2.33 | 11.29 | | 2003 | -5.37 | 22.19 | 5.26 | 17.20 | | 2002 | 13.54 | -5.73 | -18.68 | 2.50 | | 2001 | -1.38 | 17.42 | -13.60 | 14.25 | | 2000 | -2.52 | -4.24 | 3.28 | 1.17 | | 1999 | N/A | N/A | N/A | 3.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 262 | 657 | 39.88 | | 1-Month | 536 | 679 | 78.94 | | 3-Month | 93 | 671 | 13.86 | | 6-Month | 145 | 663 | 21.87 | | 1-Year | 222 | 646 | 34.37 | | 3-Year | 88 | 573 | 15.36 | | 5-Year | 37 | 475 | 7.79 |
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0.02% Nasdaq 
Performance
